Tempus Wealth Planning, LLC Ishares Russell 2000 ETF Transaction History

Tempus Wealth Planning, LLC

  • $386 Million
  • Q4 2025

A detailed history of Tempus Wealth Planning, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Tempus Wealth Planning, LLC holds 8,421 shares of IWM stock, worth $2 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
8,421
Previous 8,525 1.22%
Holding current value
$2 Million
Previous $2.06 Million 3.06%
% of portfolio
0.52%
Previous 0.53%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$236.79 - $250.33 $24,626 - $26,034
-104 Reduced 1.22%
8,421 $2 Million
Q3 2025

Nov 05, 2025
SELL
$214.92 - $244.84 $125,298 - $142,741
-583 Reduced 6.4%
8,525 $2.06 Million
Q2 2025

Jul 16, 2025
SELL
$174.82 - $215.79 $44,753 - $55,242
-256 Reduced 2.73%
9,108 $1.97 Million
Q1 2025

May 06, 2025
BUY
$198.1 - $229.79 $323,497 - $375,247
1,633 Added 21.12%
9,364 $1.87 Million
Q4 2024

Jan 24, 2025
BUY
$216.13 - $242.4 $590,034 - $661,752
2,730 Added 54.59%
7,731 $1.71 Million
Q3 2024

Oct 22, 2024
BUY
$200.87 - $224.6 $572,881 - $640,559
2,852 Added 132.71%
5,001 $1.1 Million
Q2 2024

Jul 25, 2024
SELL
$192.84 - $209.44 $4,435 - $4,817
-23 Reduced 1.06%
2,149 $436,000
Q1 2024

Apr 19, 2024
BUY
$189.48 - $210.3 $29,748 - $33,017
157 Added 7.79%
2,172 $456,000
Q4 2023

Jan 23, 2024
BUY
$162.21 - $204.82 $326,853 - $412,712
2,015 New
2,015 $404,000
Q3 2022

Nov 14, 2022
BUY
$164.17 - $201.07 $254,135 - $311,256
1,548 New
1,548 $255,000

Others Institutions Holding IWM

# of Institutions
3,040
Shares Held
284M
Call Options Held
196M
Put Options Held
483M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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